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TransUnion

Name Holding Trade Value Shares
Change
Change in
Stake
ZB
376
Zions Bancorporation
Utah
$1.42K +$1.47K +25 New
TCI Wealth Advisors
377
TCI Wealth Advisors
Arizona
$1.3K -$59 -1 -4%
CWP
378
Concord Wealth Partners
Virginia
$1.3K +$1.35K +23 New
Baker Avenue Asset Management
379
Baker Avenue Asset Management
California
$1.25K +$1.29K +22 New
Washington Trust
380
Washington Trust
Rhode Island
$1.14K -$59 -1 -5%
Cullen/Frost Bankers
381
Cullen/Frost Bankers
Texas
$1.14K +$1.17K +20 New
SIC
382
SJS Investment Consulting
Ohio
$1.08K +$469 +8 +73%
DI
383
Disciplined Investments
Oklahoma
$1.08K +$586 +10 +111%
PP
384
PrairieView Partners
Minnesota
$1K – – –
ANBT
385
American National Bank & Trust
Texas
$1K +$352 +6 New
RWM
386
Raffa Wealth Management
District of Columbia
$965 – – –
CP
387
Castleview Partners
Texas
$908 +$938 +16 New
FA
388
Fiduciary Alliance
South Carolina
$801 +$820 +14 New
BWM
389
BerganKDV Wealth Management
Minnesota
$681 +$703 +12 New
MHR
390
Matthew Hamilton Rosenberg
$568 – – –
WWM
391
Wolff Wiese Magana
California
$568 +$586 +10 New
Canada Pension Plan Investment Board
392
Canada Pension Plan Investment Board
Ontario, Canada
$567 -$5.62M -95,907 -100%
Farther Finance Advisors
393
Farther Finance Advisors
California
$454 +$469 +8 New
DWA
394
Delos Wealth Advisors
Texas
$170 – – –
TWD
395
True Wealth Design
Ohio
$170 +$176 +3 New
Baird Financial Group
396
Baird Financial Group
Wisconsin
– -$42.9M -720,979 Closed
Select Equity Group
397
Select Equity Group
New York
– -$41.1M -690,769 Closed
Balyasny Asset Management
398
Balyasny Asset Management
Illinois
– -$25M -420,584 Closed
TC
399
TwinBeech Capital
New York
– -$20.4M -342,899 Closed
TimesSquare Capital Management
400
TimesSquare Capital Management
New York
– -$10.1M -170,000 Closed